All Fixed Income articles – Page 38
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White papersSwiss inflation target signals more tightening
Following the Swiss National Bank’s latest monetary policy meeting, we consider the inflation backdrop in Switzerland and explore factors that argued against a larger hike.
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White papersWhat inflation will cost the UK
In the UK, the significant upside surprises in core inflation for April and May, as well as accelerating private sector wages, signal that the risk of a wage-price spiral is gaining momentum.
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PodcastIndependence Day 2023: A Look Across U.S. Municipalities
Dennis Derby and Christine Collins discuss the upcoming Fourth of July holiday and specific reasons for investors to celebrate muni investing in the U.S.
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Podcast2023 Midyear Outlook: Allview Face-off Roundtable
Members of Allspring’s Systematic Edge team, Plus Fixed Income team, and Discovery Growth Equity team share their predictions for the markets and beyond in the second half of 2023.
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White papersDemystifying recent banking turmoil: What happened and what’s next?
Markets have calmed down considerably since the high-profile failures of Silicon Valley Bank and Credit Suisse put the banking system in the spotlight. Is the worst really over or will other large banks come under pressure? Here, we explore the recent collapses and their causes, and share our views on whether, and which, banks may experience further trouble.
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White papersUnrest in Russia: Stay calm, invest on
Four of Allspring’s investment leaders provide their insights on Russia’s current instability and the situation’s potential impacts on asset classes.
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White papersKeeping Your Balance as the Credit Cycle Turns
Striking the right balance between interest-rate and credit risk can be a good idea in the late stages of a credit cycle. We think it’s a particularly good idea in this credit cycle.
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White papersEU aims to make green bonds greener
Reflecting the growing volume of green bonds, the European Union has agreed a new set of rules known as the European Green Bonds Standard (EUGBS) that can be seen as a positive step from a reporting and transparency perspective. The regulation is due to take effect late into 2024.
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White papersA forced hand: market snapshot
The Bank of England hiked rates for the 13th consecutive time on Thursday, amid worse-than-expected UK inflation data.
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PodcastAll The Credit, Ep. 41 - Quantitative Tightening: Unwinding Central Bank Balance Sheets
Quantitative tightening (QT), the unwinding of the large scale of purchases of a broad range of financial assets by central banks, has become a feature of monetary policy since the great financial crisis. Though central banks around the world have already started this process, given the many distractors in the market, such as the global banking crisis and the U.S. debt ceiling brinkmanship, QT has gone on somewhat unnoticed.
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White papers2023 Midyear Outlook report
As we reach the midpoint of 2023, global markets have shifted from binary to balanced, from either/or investment choices to a much broader set of opportunities − which is good news for active investors.
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White papersHow to Get the Most From Private Placement Debt
Private Placement Debt can offer fixed income investments enhanced diversification, risk-adjusted yield and downside mitigation. We anticipate growing recognition of the role it can play in a wide range of investor portfolios.
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White papersA Balancing Act: Fixed income playbook for 2H 2023
Many bond investors are looking for less volatility and more predictable returns. Five of Allspring’s fixed income leaders explain five key strategies they think bond investors should focus on going forward.
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White papersWhy R-star may rise, and its implications for rates and policy
R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment. If the central bank sets its policy rate below R-star, then its monetary policy position is accommodative. The Fed currently believes R-star is about 0.5%, which is significantly lower than the Fed’s calculation of 2% a decade ago.
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White papersBond outlook: Fed pause leaves many paths to income potential
Bonds today provide a sensible option to the dilemma facing investors — what to do as markets ricochet between hopes of a soft landing and concerns of a recession? After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.
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BlogA Most Hawkish Hike by the ECB
The ECB’s June rate hike and its confirmation of a faster balance sheet reduction were in line with expectations. However, President Lagarde’s decidedly more hawkish tone was a surprise.
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VideoOpportunities in US high-yield credit
Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.
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Podcast2023 Fixed Income Midyear Outlook: Riding the Curve
Martijn de Vree, head of Fixed Income Solutions, and George Bory, chief investment strategist for Fixed Income at Allspring, discuss strategies that global fixed income investors can pursue in today’s markets. A more complete discussion can be found in Allspring’s midyear report to investors.
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BlogThe Implications of China’s Far-From-Typical Recovery
China’s current recovery is emerging unlike others, leaving the global economy without the familiar engine to pull it forward as recession concerns linger throughout much of the world.
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BlogWill the Fed’s Policy Bundle Morph into a Bungle?
The Federal Reserve’s decision to hold monetary policy steady was expected but its arrival carries a set of nuanced ramifications.
